Ad is loading...
FSMDX vs HFDRX
FSMDX vs HFDRX Comparison
Open Charts FSMDX vs HFDRX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps R3
Price$19.29
Change-$0.20 (-1.03%)
VolumeN/A
CapitalizationN/A
FSMDX vs HFDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. HFDRX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMDX is a Buy and HFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. HFDRX (1.05B). FSMDX pays higher dividends than HFDRX: FSMDX (1.28) vs HFDRX (0.00). FSMDX was incepted earlier than HFDRX: FSMDX (13 years) vs HFDRX (8 years). HFDRX is a more actively managed with annual turnover of: 34.00 vs. FSMDX (9.00). FSMDX (0) and HFDRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. HFDRX (10.04). FSMDX return over 5 years is better than : 57.26 vs. HFDRX (20.19).
| FSMDX | HFDRX | FSMDX / HFDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 19.211 | 8.922 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.05B | 3,764% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 10.04 | 206% |
| Returns for 3 years | 19.14 | 5.76 | 333% |
| Returns for 5 years | 57.26 | 20.19 | 284% |
| Returns for 10 years | 122.53 | N/A | - |